OCM
Objective Capital Management Portfolio holdings
AUM
$89M
This Quarter Return
-3.66%
1 Year Return
+18.57%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$113M
AUM Growth
+$113M
(-1.5%)
Cap. Flow
+$2.74M
Cap. Flow
% of AUM
2.43%
Top 10 Holdings %
Top 10 Hldgs %
41.43%
Holding
109
New
11
Increased
37
Reduced
39
Closed
7
Top Buys
Top Sells
| 1 |
Pfizer
PFE
|
$221K |
| 2 |
Texas Instruments
TXN
|
$221K |
| 3 |
Verizon
VZ
|
$207K |
| 4 |
American Century Focused Dynamic Growth ETF
FDG
|
$206K |
| 5 |
First Trust Enhanced Short Maturity ETF
FTSM
|
$205K |
Sector Composition
| 1 | Technology | 9.35% |
| 2 | Financials | 3.48% |
| 3 | Consumer Discretionary | 2.67% |
| 4 | Healthcare | 2.35% |
| 5 | Communication Services | 2.15% |
